Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
492
+38
+8% +$34K 0.17% 106
2025
Q1
$309K Sell
454
-72
-14% -$48.9K 0.13% 117
2024
Q4
$331K Buy
526
+8
+2% +$5.04K 0.14% 117
2024
Q3
$401K Buy
518
+49
+10% +$37.9K 0.17% 110
2024
Q2
$387K Buy
469
+12
+3% +$9.89K 0.17% 107
2024
Q1
$319K Buy
457
+46
+11% +$32.1K 0.14% 123
2023
Q4
$239K Buy
+411
New +$239K 0.12% 134